“The best way to predict the future is to invent it.”- Alan Kay
WEALTH PLANNING
Planning leads to financial peace of mind.
We integrate all facets of your life in a working strategy that we will adjust if necessary. You will never receive a one-size-fits-all plan but a plan that is truly based on your needs and requirements.
We specialise in working with individuals and companies concerning their short-term, long-term insurance, investments and overall financial planning needs.
All our financial advisors and staff have one common goal – to help you to develop a balanced financial plan, enabling you to have the necessary peace of mind for the unexpected, while building for the future.
TAXATION
Annual Tax Returns | Provisional Tax Returns | Tax Advice
IW Tax Advisory Services offers you a wide range of services to help you stay compliant whilst keeping your tax bill in check.
These services include:
- Annual Tax Returns – Calculations and submissions
- Provisional Tax Returns – Calculations and submissions
- Compiling of Annual Financial Statements
- Tax Advice and Structures
- Assistance with company formation and registration
INVESTMENTS
- Personal share portfolio
- Execution only stockbroking accounts
- Specialised Wrap Funds
The above are available both on and off-shore, and we have partnered with Credit Suisse and Bank Julius Baer to make sure that our investment reach is truly global.
INSURANCE
SHORT TERM INSURANCE
As a leading short-term insurance broker we do a comprehensive risk assessment of all your personal and commercial needs. We partner with almost thirty insurance companies to provide you with tailor-made insurance products ranging from Personal and Commercial Policies, Contractor All Risk, Aviation, Transit, Farming, Wine Cellars, Body Corporate, Hospitality, Professional Indemnity and more.
LIFE INSURANCE
Protecting one’s dependents from loss as a result of death, disability, impairment or dreaded disease is the cornerstone of sound risk management and good financial planning. It is essential for those with families, businesses or other financial commitments, and inevitably, for final expenses including estate duty.
Long-term insurance must be a comprehensive risk management plan that consists of a suite of simple, flexible and dynamic benefits that cover all areas of risk.
BUSINESS INSURANCE
You have worked hard to build and grow your business and you want to make sure your family will reap the rewards if you become disabled or die before retirement.